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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-11-07
  • NY RA
    APPROVED
    Since 2022-11-07

Branch Locations

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States

1407 Route 9 Building 4 - 2Nd Floor, Clifton Park, NY 12065 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Invest Financial Corp. Tampa FL 07/2016 11/2016
Hazard & Siegel Inc Dewitt NY 01/2017 11/2022
Hazard & Siegel Advisory Services Dewitt NY 12/2004 11/2022
Equity Services, Inc. Montpelier VT 11/2022 Present
National Life Group Clifton Park NY 11/2022 Present
  • 07/2016 → 11/2016
    Invest Financial Corp.
    Tampa, FL
  • 01/2017 → 11/2022
    Hazard & Siegel Inc
    Dewitt, NY
  • 12/2004 → 11/2022
    Hazard & Siegel Advisory Services
    Dewitt, NY
  • 11/2022 → Present
    Montpelier, VT
  • 11/2022 → Present
    National Life Group
    Clifton Park, NY
Previous Registrations
Other Businesses

*THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR, SUITE 200 COLCHESTER VT. INV REL. NOV 2022. FOR SALE AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *NPA FINANCIAL. 1407 ROUTE 9, BUILDING 4 SECOND FLOOR, CLIFTON PARK NY. INV REL. NOV 2022. SALE AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *THE PRECISION FINANCIAL GROUP. 1073 JORDANVILLE RD ILION NY. NOV 2022. INV REL. USED SPECIFICALLY AS A BRAND NAME TO MARKET FINANCIAL SERVICES PRACTICE AND PROVIDE EDUCATION RELATED SERVICES. AGENT. DURING TRADE HRS. *SARATOGA SNOWMOBILE ASSOCIATION. PO BOX 101 MIDDLE GROVE NY (MAILING ADDRESS). APRIL 2023. MAINTAIN SNOWMOBILE TRAIL SYSTEMS FOR WINTER RECREATIONAL USE. BOARD OF DIRECTORS - DIRECTOR OF GRANTS. IDENTIFY FUNDING SOURCES AND CHARITABLE GIVING OPPORTUNITIES FOR THE ORG. DURING SOME TRADE HRS. *KALIL WEALTH STRATEGIES. 1407 ROUTE 9, BUILDING 4 SECOND FLOOR, CLIFTON PARK NY. INV REL. MAY 2025. USE TO MARKET AND BRAND FIXED INSURANCE BUSINESS. OWNER/AGENT. DISCUSS FIXED INSURANCE PRODUCTS WITH POTENTIAL CLIENTS. DURING TRADE HRS. *ADK SNOWMOBILE ADVOCATES. NO SET ADDRESS, DONE VIRTUALLY. JANUARY 2026. ADVOCATE FOR SNOWMOBILING RELATED ISSUES, SAFETY, AND PROVIDE A COLLECTIVE VOICE FOR OTHER SNOWMOBILERS IN ADK PARK. ORGANIZER. ATTEND LOCAL TOWN BOARD MEETINGS, WORK WITH CLUBS, PARTICIPATE AT TRADE SHOWS. NOT DURING TRADE HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-21
  • S63 Uniform Securities Agent State Law Examination
    1997-03-21
Other Names
  • John N Jr Kalil

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